Running and Reading the Posted Patient Payments Report

This report is used to view payments by patient(s) over a specified time frame.

Note: This report is updated at the top of each hour.

1. Click the Reports Tab > Click Posted Payment Report - By Patient

Click the Reports Tab > Click Posted Payment Report - By Insurance

2. Set the date range. Click on the Calendar icon to select the From Post Date

Set the date range. Click on the Calendar icon to select the From Post Date

3. Use the arrows to change the date.

Note: the report can display 12 months of information

Use the arrows to change the date.

4. You have the option to display single or multiple locations > Click Run

You have the option to display single or multiple locations > Click Run

5. Patient details are broken out by date and payment type. Multiple invoices will be displayed.

The second section breaks out details for each insurance. Multiple invoices will be displayed.

6. Other options:

Run Report by: Payment Post Date or Date of Service

Running the report by date of service will display all payments that have been posted to an invoice that has a date of service within the selected range.

Running the report by post date will display all payments that have been posted within the selected range.

 

Other options:
Discuss helpfile reports | Microsoft Teams

7. More Options:

Payment Method: EFT, Check, debit, credit, etc.

Product Category: select individual or multiple categories. If Frames are selected addition filter fields appear (SKU ,Manufactureer, Brand, Model)

More Options: